Goodfield State Bank's Investment Services provides personalized financial management including a wide range of investment and insurance solutions. From 401(k) pension rollovers to education funding to long-term care management, our staff of professionals will give you the advice you need to make informed decisions about your investments.


J Schumacher

Jeff Schumacher

Financial Consultant


Our Products

  • Stocks
  • Mutual funds
  • Bonds
  • Annuities
  • CDs
  • Money market accounts
  • Life insurance
  • Long-term care insurance
  • Disability income insurance

Types of Accounts

  • Brokerage (Commission-Based or Fee-Based): We have the flexibility to help build and manage your portfolio in a manner you're comfortable with
  • Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company

Some of the Account Titles Available in a Brokerage or Mutual Fund Account

  • Individual or joint accounts
  • Trust accounts
  • Custodial accounts
  • Traditional or Roth IRA
  • Rollover IRA
  • Simple/SEP IRA
  • 529 College Savings Plan
  • Employer-sponsored plans
  • 401(k)
  • 403(b)
  • 457
  • Simple IRA
  • SEP IRA

Securities Are

  • Not a Deposit
  • Not FDIC-Insured
  • Not insured by any Federal Government Agency
  • Not guaranteed by the bank and
  • May go down in value
  • Check the background of this investment professional on BrokerCheck by FINRA

 

Goodfield State Bank Investment Services is a division of Goodfield State Bank (GSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, insurance, and investment advisory services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA | SIPC. MSTC and GSB are not affiliated.

 

 


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